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RightSignature and the New ShareFile: Collaborate the Right Way

By: Steve Stormoen / Tuesday, April 25, 2017

While we’ve been focusing in this blog on the new version of RightSignature, our sister product ShareFile has released a big, exciting new version as well. A longtime leader in file sync and sharing for businesses, the new ShareFile adds collaboration tools and an upgraded dashboard to help your business become more productive, more flexible, and more secure. Even better, the new ShareFile teams up with RightSignature to add fast, easy electronic signatures to your business collaboration toolkit.

New web-based dashboard puts your work at your fingertips

One of the most exciting additions to the new ShareFile is an improved dashboard and interface that you’ll see every time you log into your account. Our team put your most frequently accessed files and workflows front and center so you can get to work right away.
  • Easily access your recently opened files
  • Do more in less time with a clean, straightforward dashboard
  • Get quick, step-by-step help with tutorials and support links available upon log-in

New feature: Feedback and Approval Workflows

Listening to your input, we realized that our customers use ShareFile for more than just sharing and syncing files — ShareFile is a tool for helping your business collaborate to get more done. With that in mind, we decided to create a simple, guided process that helps you accomplish a common workflow: the process of getting feedback and approval on a document.

Select any document in ShareFile and choose to get feedback and approval on that file. The new ShareFile takes you through a guided process that helps you get in-line feedback and comments quickly, with automatic notifications and effortless version control. And if you need to get your document signed as well, it’s easy to connect ShareFile to your RightSignature account for a fast, easy online signature.
  • Get feedback, request approvals, and e-signatures — all within the ShareFile web interface
  • Track feedback and approvals in real time, set due dates, and send automatic notifications
  • Eliminate the need to send documents via email and track for version control

New feature: Content Viewer

When you access ShareFile through your web browser, you can now view your files quickly without waiting for them to download or opening them in another program. The new ShareFile can now natively access and display over 60 different file types, from everyday work files like PDF files, Microsoft Word documents and spreadsheets, as well as many industry specific file types used for complicated tasks like architectural renderings. Of course, these files work with Feedback and Approval Workflows as well, allowing you to get more done without the need to leave ShareFile.

For RightSignature customers, that means it’s even easier to browse through your contracts to make sure you’ve selected the right one to send. It’s just one way we try to go the extra mile to help your business work as efficiently as possible.

Interested in learning more about the new ShareFile? You can try it for yourself for free today.

How Hernandez & Company CPAs Defeat Deadline Day with RightSignature

By: Steve Stormoen / Thursday, April 20, 2017

Talk to any tax accountant and a few dates on the calendar are likely to induce a panic — the biggest being April 15. Accounting is a field focused around deadlines, but unfortunately, your clients don’t share the same focus. When you have dozens of returns to finish, even one interruption, such as a client dallying on signing and returning an e-file authorization, can disrupt everything.

Because of this focus on deadlines, it’s no surprise that accountants put a premium on tools that can help them get time-consuming tasks completed quickly and easily. To solve the frustratingly inefficient process of getting documents signed, one accounting firm, Hernandez & Company CPAs, turned to RightSignature.

Danay Morales, Director of Operations at Hernandez & Company, told us all about how her firm uses e-signatures to save time and money in response to a recent survey.
"On our tax deadline we needed several documents signed by clients to authorize us to efile tax returns. Client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner. "
The survey, conducted in November of 2015 through third party survey service TechValidate, showed a strong pattern among accounting firms using RightSignature. Many respondents in accounting, like Danay, reported that using RightSignature made it easier for their firm to service remote clients, provide data security and compliance, and get time-sensitive documents signed promptly — necessities for any accountant staring down at deadline day. Check out Danay’s full response to the survey, below:

Customer Proof verified by TechValidate.

If you’d like to see how RightSignature can help your firm prepare for the next big deadline, you can try it for free today.

Citrix Loves RightSignature: The Comic Book Quandary

By: Steve Stormoen / Tuesday, March 14, 2017

We don't just make RightSignature because it's a great tool for your business, we made RightSignature because it's a tool we at Citrix need in our daily lives. Allow me to break the fourth wall and introduce myself: Hi, I’m Steve Stormoen, a writer/editor at Citrix and RightSignature, and the regular maintainer of this blog. Here’s a story from my own life in which RightSignature came to the rescue.

After working at RightSignature for almost five years, I’ve slowly started to view normal, garden variety PDF contracts with a healthy degree of suspicion. Nothing works the way it’s supposed to: it’s too difficult to fill out documents and too easy to leave important fields incomplete. I’m expected to include sensitive data like my credit card information, then send it unsecured through email. And maintaining records of all the documents I’ve signed and returned is much more difficult than it needs to be.

A couple years ago I started writing and self-publishing comic books. Among my main channels for sales and distribution are comics conventions, which sell vendor tables to artists and publishers. You may have heard of the massive San Diego Comic-Con, but there are smaller conventions every weekend all across the country. I try to attend at least a few every year — it’s a great excuse to take a weekend and travel, see some old friends, and build my audience.

Unfortunately, the application process for most conventions is downright painful. The event organizer emails you a blank PDF application — no further instructions. After suffering through it a couple times, I remembered, wait a minute! I have a world-class tool for this exact situation, right at my fingertips.

Now, whenever a convention organizer emails me an application PDF, I log straight into RightSignature. Using the “Sign a document yourself” option, I quickly set up and sign the application with the convention organizer listed as a CC. It’s signed, completed, and delivered immediately, I don’t have to worry about my payment information being intercepted over email, and it makes me look good to the convention organizers, too. In fact, I got a “comics professional” discount once that I’m not entirely sure I deserved.

So there you have it. If you ever find yourself at a comics convention, why not take a stroll through Artist’s Alley and take a look for me? But if you’re ever organizing a comics convention, for the sake of your vendors, please just use RightSignature.

We're back! Ready to sign?

By: Rebecca Bungert / Wednesday, March 1, 2017

You may have noticed that a solid portion of the internet seemed to be missing yesterday, including RightSignature.

Amazon Web Services(AWS) is a cloud service provider that allows major software companies around the world to maintain scalable and highly available products for their customers. We’re on that list, along with Quora, Slack, and even IoT thermostats and light bulbs. A portion of AWS went on the fritz yesterday for a few hours and left you staring at a spinning browser, unable to send or sign documents.

AWS typically maintains a very high availability rate, which is the benefit of using such a provider. It is highly unusual for AWS to fail for long periods of time, meaning Citrix can provide you with reliable e-signature service through AWS.

While we can’t control Amazon’s shipping times or their server outages, we aim to maintain communication with you through any service disruption. We maintain a RightSignature status page that refreshes regularly and we are always available in real-time on Twitter and Facebook.

We are fully recovered from the AWS outage. As always, please do not hesitate to reach out to our support team or social media channels with any questions. 

Announcing the Citrix RightSignature Signature Stories Scholarship

By: Steve Stormoen / Thursday, February 16, 2017

The RightSignature team is excited to announce a brand new initiative: the Citrix RightSignature Signature Stories Scholarship. We’re inviting young people to submit a short essay on the topic of  individuality, personal integrity, and the use of a signature, and we’re awarding a total of $10,000 in scholarship money to the winners.

Submissions to the scholarship contest are due by May 15, 2017, and will be decided by a panel of judges, including RightSignature founder Daryl Bernstein. In late June we will announce the three winning essays. For more details, check out our scholarship page.

Citrix is dedicated to helping build a culture of success, integrity, and entrepreneurialism both within our company and beyond. Please help us spread the word and make sure the young people in your life know about this opportunity to tell their important stories — as well as earn some money to help them build the next stage of their journeys!

Q&A With the RightSignature Customer Care Team

By: Steve Stormoen / Tuesday, February 14, 2017

Guest post by Zander Furlong, Customer Care Specialist at Citrix.

As a member of our Customer Care team, it’s my job to help you get the most out of RightSignature for the easiest, most productive work day possible. To that end, I offered to write this guest blog post to address some of the most common questions I get, and hopefully make it even easier for you to use RightSignature.

As you might have read previously on this blog, we recently released a brand new version of RightSignature full of different features and a sleek new user interface. To celebrate the new RightSignature, I’ll take this opportunity to focus on answering some of the most common questions we have heard about the newer version.

Question: I’d like a basic tutorial on how to use RightSignature or one of its features.
Your best resource for answering questions you may have would be our Support Articles and Videos archive. We’ve worked very hard to put together tutorials for almost every feature in RightSignature on one helpful page. Of course, we on the Customer Care team are always here to answer your questions and help walk you through anything you don’t understand, but you might be able to answer your question quickly yourself as well!

Question: Can I send more than one document to the same sender at the same time in a package? 
You asked and we listened! The new RightSignature now allows you to upload multiple documents at once for signature and supports varying page sizes in both landscape and portrait style orientation.

Question: How do I countersign a document that I’m also sending to another party for signature?
Previously, signing a document yourself in RightSignature was a complicated process, but no longer! In the new version, we’ve added an easy menu option to quickly prepare documents to sign yourself. However, for documents that are also sent to another party for signature, there are a few more tricks we can share with you.

The new version of RightSignature adds a new toolbox during document preparation full of fields that you can add to the document and fill out yourself prior to sending that document to your signer. These tools are called the “annotation” fields. When preparing your document for signature, you may now annotate your own signature, checkboxes or text fields on the document prior to sending for signature. This removes an unnecessary step from your document signing, making it just a little bit easier to use RightSignature.

Question: What’s your favorite new feature in RightSignature?
Personally, I think the new Field Detection is really cool. Instead of slowly adding and positioning each field to your document, you can click the Field Detection slider in the right-hand menu to make the document setup process go much faster. With the Field Detection feature enabled, all you need to do is click each line or box where you plan to place a field and our smart software will automatically place a field of the appropriate size right on the document!

Question: What happened to Online Forms?
In the newer RightSignature, we have made a conscious decision to reduce confusion by combining Online Forms into our Template feature. The same features from Online Forms still apply with some new added ways of distributing your templates.

Question: My company has an account with the older version of RightSignature. How do I access the new version?
If your company’s RightSignature account is using the older version of RightSignature but you’d like to try the new one for yourself, you can sign up for a free trial any time at RightSignature.com. If you’d like some help on the phone making up your mind, you can always give us a call.

Question: How can I learn more?
We encourage you to attend one of our free Daily Training Webinars. We’ll cover topics like these and more and you can learn in a guided setting from our experts on the Customer Care team. And if you have a question for us, you can always contact RightSignature Customer Support anytime, 24/7. Thank you for reading!

New Feature: Professional Custom Branding Puts Your Best Face Forward

By: Steve Stormoen / Thursday, January 26, 2017

One of the new features we’re most excited about in the new RightSignature is Professional Custom Branding. As we mentioned in our introduction to the new RightSignature, these updated branding options are designed to put the relationship between you and your signers at the forefront. How do we do that? Let’s take a look at the new branding options in RightSignature and what they each mean for your business.

Send documents with your logo, not ours

Your clients are familiar with your company, not ours, so we want your logo to be front and center on every document you send. With a customized, almost white-label experience, your RightSignature documents look like a tool that truly belongs to you. This helps build trust with your clients, as well as show off the professionalism of your company. After all, it never hurts to look good.

Create a consistent look and feel with your website

When you need to get a document signed, whether it’s online or in person, the most important factor in your transaction is trust. Our new branding options allow you to customize the colors on the signing screen of every document you send, as well as every email your clients receive from you. The effect is a consistent look and feel with your company’s brand and your website, so your signers know even from the first glance that the document belongs to you.

Add a photo of you for a personal touch

Finally, our new branding features give you the option of adding a photo of yourself to your document signing pages and emails. This simple personal touch helps create and reinforce a personal connection between you and your client. For remote signers, the client can put a human face to a business they’ve never met in person. For local clients, it’s a way to help build trust and loyalty, so your customers feel comfortable coming back year after year.

To access the branding options on your RightSignature account, login to RightSignature and select Account in the top menu, then click the Branding tab. If you want to try out the new RightSignature or you’d like to enable these branding options on your account, contact us today.

Location, Location, Location: Hello from the RightSignature Care Team

By: Steve Stormoen / Wednesday, January 18, 2017

If we learned anything from the tumultuous year of 2016, it’s that location matters. Geography often determines more about us than we realize. If that premise holds true for individuals, it must be true of companies too.
Before we talk about the company, let me tell you about the individual authoring this post. I’m Miles. I began work at RightSignature on September 12 of this year as a Product Support Specialist. To put it bluntly, I’m the guy that answers the phone to fix the ‘thing’ when it stops working the way you thought it should. A problem solver.

Can’t sign a document? Here is a bevy of online resources to help with that: https://vimeo.com/rightsignature. Still having trouble? Let me hop onto your screen and walk you through it step by step. Want to learn more about pricing? Here is a member of our sterling sales team to discuss the ins and outs of what make us valuable to you.
As a problem solver, my mandate reads like this: make it easier. Thankfully, my employer ascribes to the same mantra. Citrix seeks to make work better, faster and most of all: easier. And RightSignature, our product, fits quite nicely into the company mold. We don’t seek to just make your life easier, rather we seek to make life easier.
In that vein, I’ve had the great privilege of living in some of the most beautiful and spectacular places in the world: London, San Francisco, even Hawaii! But there is no place more perfectly suited to deliver a life made easier than Santa Barbara, California. We live the easy life, we know it, we’re proud of it but more importantly, we wonder why everyone else doesn’t join us in this paradise of ours!
Fortunately, with Citrix, we can come to you! RightSignature, along with Citrix’s full catalog of cloud based computing basically eliminates your need for a pen or paper. The hours wasted waiting for documents to be signed by the right person at the right time can now be utilized for other things, like actual work! Our e-signature solution cuts out the marked cost of being physically present to sign a document.
That last part is what RightSignature co-founder Daryl Bernstein envisioned when he was stuck having to sign waivers for a gymnastics lesson for his daughter. He probably thought the same thing we’ve all asked ourselves at some point: Can’t I just do this on my phone?
Thanks to Daryl and the RightSignature team here in Santa Barbara; the answer is always the easy one: yes.

Introducing the New RightSignature

By: Steve Stormoen / Thursday, January 12, 2017

Two years ago, the RightSignature team asked some dangerous questions: What will the next generation of e-signature software look like? How could it beat us? And what new value could it bring to our customers? We thought long and hard about these questions. Then we set out to build that app ourselves.

At RightSignature, we’re proud of our history of innovation. We have a tradition of being first to market with features which quickly became industry standard. But innovation, by definition, isn’t content with just being history. So we launched the newest version of RightSignature this week to bring an even easier, faster, and better e-signature experience to you, our customers.

In the coming weeks and months we’ll take a look at the new features and design choices that make the new RightSignature special. In the meantime, we wanted to share a brief preview of some of of the highlights.

Professional Custom Branding

E-Signatures have come a long way since we first launched RightSignature in 2008, and it’s more important that an e-signature app shows off the people using it, not the people who made it. So for RightSignature accounts with Professional Custom Branding enabled, we took our logo off the signing screen and put yours front and center, among a number of other new branding options.

These new features prioritize the relationship between you and your client. We want your signers to know immediately that the documents you sent them actually came from you, and our new branding options make for an almost white-label e-signature experience for you and your signers.

Improved Document Sending

To make the easiest, fastest way to sign documents online even easier, we completely redesigned our document sending process. The new RightSignature also combines all of the functionality from RightSignature Online Forms into our Reusable Templates, so you have fewer items you need to keep track of. You can now use Reusable Templates to embed documents on your website, mass-distribute signing links, and compare Template responses in real-time.

Easier Access to Integrations

RightSignature has always been renowned for our robust API and full-featured integrations with other popular web software products. When we released our previous version, however, software integrations weren’t nearly as popular, so we didn’t prioritize easy access to them as highly.

Today, integrations with other software products aren’t a niche service, they’re a vital part of the app ecosystem in many businesses. We decided to make our integrations easier to access and easier to install, to help more of our customers find and utilize these important features.

Along with a whole new look and feel to RightSignature, these are three key features we added to RightSignature to keep providing you the easiest, fastest way to sign documents online, today and for years to come. Interested? Take a tour with a free trial today.

How RightSignature Helps Financial Services Firms Manage Remote Clients

By: Steve Stormoen / Monday, January 9, 2017

For professionals working in the Financial Services industry, remote clients are a way of life. Firms dedicated to banking, brokerage, investments, and other financial services usually tend to cluster in large cities — especially cities with significant trading markets, such as New York, London, or Tokyo. However, individuals and companies in need of those services are scattered all across the world.

With that in mind, it should be no surprise that, in a recent survey of RightSignature customers, 80 percent of respondents from the Financial Services field reported that RightSignature made it easier for them to service remote clients.
Customer Content verified by TechValidate.

In the survey, conducted in November 2015 by third party survey service TechValidate, 52 Financial Services professionals were included in a field of 288 respondents. Among that group, those in Financial Services were more likely than nearly any other industry to report that RightSignature helped them service remote clients more easily.

Why does RightSignature make it so easy to work with clients anywhere in the world? To start, RightSignature delivers your important documents to your clients, anywhere in the world, instantly. No more waiting for the mail to arrive or worrying about your client’s fax line — RightSignature makes it easy to send, sign, and return your important documents in the blink of an eye.

RightSignature also eases the burden on servicing remote clients because of our dedication to making sure RightSignature works on any device — PC, Mac, iPhone, iPad, Android, you name it. We realize that you can’t predict what your client is using to sign your Financial Services contracts, so we make it easy to sign RightSignature documents no matter what device your clients are using. With RightSignature, all you have to do is send the document, and we take care of the rest.

Undoubtedly, these qualities are welcome to the Financial Services industry, with its prevalence of remote clients and emphasis on top-of-the-line service. One business professional in a Financial Services firm, who could not be named due to company policy, responded to the above survey with a glowing review:
Customer Evidence verified by TechValidate.

Whether you work in Financial Services or not, if you have any remote clients, you probably know how much RightSignature turns the impossible task of all that paperwork into a piece of cake. Do you have a story about a time RightSignature helped you service a client from far, far away? Let us know on Twitter and join the conversation!


RightSignature is the easiest, fastest way to get your documents filled out and signed online.
Try it now!


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